Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Rose is a financial advisor at Raymond James & Associates, Inc. with over 10 years of experience in the financial industry. Antonio has worked with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Antonio is registered with the state of North Carolina and holds the Series 7, Series 63, and Series 7TO licenses. Antonio has a strong track record of success in helping clients achieve their financial goals. Antonio specializes in providing financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/30/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
10/25/2019 - 03/01/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
TX
01/17/2019 - 07/16/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AZ
05/05/2015 - 01/17/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
09/10/2012 - 01/23/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
10/11/2011 - 07/27/2012
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
BC
Issued 02/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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